Whalesbook
Board Mein Kaun Kisko Hata Raha Hai?
Dekho bhai, Swiggy mein ekdum se naye updates aaye hain. Co-founder Lakshmi Nandan Reddy Obul ab company se jaa rahe hain April 10, 2026 se, woh apna alag business shuru karenge. Ab company ke andar ke log hi zyada power mein aayenge. Chief Growth Officer Phani Kishan Addepalli aur Group CFO Rahul Bothra June 1, 2026 se executive director ban rahe hain, agar shareholders approve kar dein toh. Isse company ka management structure aur strong hoga, jisme Prosus se Renan De Castro Alves Pinto bhi non-executive director banenge.
Profit Banega Kaise?
Swiggy ne food delivery aur Instamart mein revenue toh badhaya hai Q3 FY26 mein, lekin company abhi bhi loss mein chal rahi hai. Saara paisa Instamart mein lagane ki wajah se profits par asar pad raha hai. Yahi problem race mein sabhi companies ko aa rahi hai. Agar Zomato ko dekho, woh profit mein aane mein saalon lag gaye the IPO ke baad. Swiggy, jo shayad November 2024 mein list hui thi, abhi bhi loss badha rahi hai expansion ke chakkar mein.
Competition Aur Dusre Players Ka Kya Scene Hai?
Zomato toh profit mein aa gaya hai, usne Q3 FY26 mein ₹102 crore ka net profit kamaya. Blinkit, uska quick commerce business bhi break-even ho gaya hai. Zomato ki market value April 2026 mein lagbhag $21.55 billion thi. Swiggy ka valuation abhi private hai, par food delivery mein woh achhi hai. Lekin Indian market mein restaurants kam profit kama rahe hain, customers price sensitive hain, aur competition bhi badh raha hai e-commerce companies se. Delivery platforms ki commissions bhi 20-30% tak hoti hain, jis se restaurant wale online price badha dete hain.
JM Financial Ko Instamart Pasand Nahi?
JM Financial analysts ko Swiggy ka Instamart strategy bilkul pasand nahi aa raha. Unka kehna hai ki yeh shareholder value ko nuksan pahuncha sakta hai. 'Growth vs Profitability' ke chakkar mein market share bachana mushkil ho jayega. Isliye JM Financial keh raha hai ki stock se door hi raho. Unka maanna hai ki kisi badi company dwara takeover hi Swiggy ke liye sabse achha option ho sakta hai, kyunki khud se profit mein aana mushkil lagta hai.
Naye Board Ka Imtehan
Ab naye board ka sabse bada kaam hoga company ko profit mein lana. Chahe Instamart mein growth ho ya na ho, net profit toh kamana hi padega. Dekhna yeh hai ki leadership sirf operational skills se kaam chalati hai ya financial discipline bhi lati hai. Investors Q4 FY26 results ka wait kar rahe hain, jismein pata chalega ki naye changes ka kya asar ho raha hai.